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Long-term Risk Management
Capital Preservation and Growth

Real risks related to climate change, resource degradation and scarcity, and widening inequality are rapidly materializing

Innovative companies addressing systemic risks are leading long-term economic growth

Investing in those companies is our best opportunity to preserve and grow clients’ capital

Why Green Alpha? Portfolio Options

Investment Process

Because our team begins the investment process by examining economic risks and opportunities at a systemic level, the Next Economy™ investment methodology is unconstrained. We search for companies that own the smartest intellectual property and are tackling major risks – selecting innovators and sustainability drivers wherever they can be found.

How?

75

Years
Experience Investing

0

Style Drift

$305 Million

Assets Under Management
December 31, 2022

2002

Investing Fossil Fuel Free Since

Our Portfolios

Next Economy Index

Active research and stock selection, paired with passive portfolio management via an annual rebalance. The Next Economy Index portfolio possesses our longest track record and largest basket of stocks.

The Social Index

Rigorous gender-lens, diversity, and social inclusion criteria applied to Next Economy candidates to maximize each company’s cognitive power, execution, and risk management potential. Traded via an annual rebalance.

Sierra Club® Green Alpha

Green Alpha’s first-principles, forward-looking research, and the Sierra Club’s social and environmental criteria applied to each company’s history. We are proud to be the only financial services firm allowed to utilize the Sierra Club’s criteria to manage investment assets.

Growth & Income

Powerful combination of growth, high current income, and relatively low volatility in one actively-managed portfolio.

Next Economy Select

This strategy implements an important part of our mission: democratizing access to institutional-quality investing. The primary investment option is the AXS Green Alpha ETF (ticker NXTE), which is invested in high conviction companies bought at compelling current valuations.

DiversiTerra

Our actively managed, gender lens portfolio, which invests at the intersection of the most diverse companies in the Next Economy universe that are foremost on Green Alpha’s conviction list. It’s a concentrated subset of our Social Index portfolio.

AXS Sustainable Income Fund

An ESG-based high-yield strategy that invests primarily in below-investment-grade corporate bonds of a diversified mix of Next Economy companies and select corporate bonds directed at Next Economy Solutions. It’s ticker is AXSKX.

Investment Options

“We invest in companies enabling the global economy to continue innovating and increasing efficiencies indefinitely, without overtopping planetary tolerances.”
Green Alpha Investments

Thought Leadership

  • Next Economy Investing in Agriculture: Solutions Emerge from Understanding Threats. Part II: Farming Equity and Equality

    Next Economy Investing in Agriculture: Solutions Emerge from Understanding Threats. Part II: Farming Equity and Equality

    January 17, 2023
    By: Kathleen Chappelear. If you missed part I, which discusses how water affects every aspect of the agricultural system from farm to fork, you can read it here: Part 1: Water Scarcity. Part II of this series focuses on the often-overlooked aspect of how food gets to our tables. Items …Read More »
  • The Long View: Past Informs Future

    The Long View: Past Informs Future

    January 3, 2023
    The world, and economy, were complex and volatile throughout 2022. In Green Alpha’s signature investing style⁠—combining macro trajectory analysis, identification of problem-fixing companies, fundamental data, and active, benchmark-agnostic portfolio construction⁠—we helped our clients gain market exposure to the Next Economy. Investing in what’s next (as opposed to what was) means …Read More »
  • Investing in the Next Economy, A New Definition of Portfolio Risk ~ White Paper

    Investing in the Next Economy, A New Definition of Portfolio Risk ~ White Paper

    November 28, 2022
    In this paper, we define the Next Economy and its practical investment application, Next Economy Portfolio Theory. Today’s economy and the market drivers of the future have little do to with those of the past. However, many investors fail to appreciate how to maximize potential today vs years ago. Read …Read More »

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Shock and Awe

WHO / UNICEF Joint Monitoring Programme (JMP)

"2.6 billion people or 39 percent of the world’s population live without access to improved sanitation."

WHO / UNICEF Joint Monitoring Programme (JMP)

World Water Development Report, UNESCO

"The cost of adapting to the impacts of a 2°C rise in global average temperature could range from US$70 to $100 billion per year between 2020 and 2050."

World Water Development Report, UNESCO

Intergovernmental Panel on Climate Change, United Nations

"Over 90 percent probability that human activities over the past 250 years have warmed our planet."

Intergovernmental Panel on Climate Change, United Nations

USAID Water and Development Strategy

"Projections are that by 2025, two thirds of the world’s population could be living in severe water stress conditions."

USAID Water and Development Strategy

WHO / UNICEF Joint Monitoring Programme

"1 in 8 people world wide do not have access to safe and clean drinking water."

WHO / UNICEF Joint Monitoring Programme

Lester Brown, The Guardian

"The world has quietly transitioned into a situation where water, not land, has emerged as the principal constraint on expanding food supplies."

Lester Brown, The Guardian

International Energy Agency (IEA)

"If the world waits until 2020 to take action on global climate change, it will undoubtedly be too late."

International Energy Agency (IEA)

NASA / Goddard Institute for Space Studies

"Sixteen of the 17 warmest years in the 136-year temperature record all have occurred since 2001."

NASA / Goddard Institute for Space Studies

Contact Us

p:

303.993.7856

f:

303.568.0130

e:

info@greenalphaadvisors.com

© 2023. Green Alpha Advisors, LLC
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